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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
601
Moisand Fitzgerald Tamayo
Florida
$29K – – –
NNP
602
Nachman Norwood & Parrott
South Carolina
$28K +$28.4K +507 New
FHA
603
Flagship Harbor Advisors
Massachusetts
$27K +$18.6K +332 +200%
FHC
604
First Horizon Corporation
Tennessee
$25K +$26.1K +466 New
CHC
605
City Holding Co
West Virginia
$24K – – –
GWM
606
Geneos Wealth Management
Colorado
$19K -$1.29K -23 -6%
BCA
607
Berman Capital Advisors
Georgia
$19K – – –
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K – – –
LC
609
Lindbrook Capital
California
$19K – – –
SQA
610
Simon Quick Advisors
New Jersey
$19K +$19.1K +342 New
CFGS
611
Concourse Financial Group Securities
Alabama
$18K -$1.74K -31 -8%
CA
612
Clearstead Advisors
Ohio
$18K – – –
CPW
613
Catalyst Private Wealth
California
$18K +$18.4K +329 New
TFO
614
Tarbox Family Office
California
$16K – – –
M
615
MOTCO
Texas
$16K +$13.7K +245 +598%
FDCDDQ
616
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K – – –
Rockefeller Capital Management
617
Rockefeller Capital Management
New York
$15K -$616K -10,999 -98%
Carson Wealth (CWM LLC)
618
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
WCG
619
Weaver Consulting Group
California
$15K – – –
GWMIA
620
Global Wealth Management Investment Advisory
Florida
$14K – – –
WEC
621
Winslow Evans & Crocker
Massachusetts
$14K – – –
WTC
622
WhitTier Trust Company
Nevada
$14K +$2.63K +47 +24%
AW
623
Alpha Windward
Massachusetts
$13K -$7.05K -126 -35%
CG
624
Cutler Group
California
$13K +$13.9K +249 New
VCM
625
Versant Capital Management
Arizona
$12K – – –